KCFA

Key Client Fiduciary Advisors Portfolio holdings

AUM $297M
1-Year Est. Return 26.79%
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$4.94M
2 +$631K
3 +$610K
4
PYPL icon
PayPal
PYPL
+$388K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$370K

Top Sells

1 +$4.68M
2 +$3M
3 +$1.2M
4
AAPL icon
Apple
AAPL
+$621K
5
PRU icon
Prudential Financial
PRU
+$465K

Sector Composition

1 Technology 17.13%
2 Financials 6.47%
3 Healthcare 5.63%
4 Consumer Discretionary 4.85%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,150